Retirement isn’t something that happens to you—it’s something you design. We help women and families move beyond reacting to markets, taxes, and life’s unexpected turns by creating proactive strategies that build wealth, reduce risk, and support a life of purpose, freedom, and lasting legacy. Through personalized guidance and forward-thinking planning, we help you make confident decisions today that shape the future you truly want.
What We Do
Because Life Doesn’t Wait for You to Be Ready
Most financial plans are built for ideal circumstances. We build yours for real life. Whether it’s the loss of a spouse, the end of a marriage, or an unexpected financial crisis, the three D’s—Death, Divorce, and Desperation—have the power to change everything. Our role is to help you prepare before those moments arrive, so that when life changes, your financial future doesn’t have to.
Families
Small Business
Women
Retirees
Build a Stronger Future—for You and the Next Generation.
From college funding and tax-free retirement to debt elimination and estate planning, we help families take control of their financial story and start building generational wealth.
Financial Confidence. Legacy Power. Wealth on Your Terms.
We help women take control of their finances—whether building wealth, planning after divorce or loss, managing family transitions, or preparing for retirement. You deserve a financial plan that reflects your values, goals, and future.
Retire with Confidence, Clarity, and a Tax-Smart Plan.
Social Security, Medicare, pensions, and retirement income strategies—our team helps you design a plan that protects your lifestyle, minimizes taxes, and preserves your legacy.
Turn Your Business into a Wealth-Building Machine.
We help business owners maximize profits, protect their teams, and plan for the future with expert strategies in tax reduction, employee benefits, succession planning, and exit readiness.
✅ Custom strategies, never cookie-cutter plans
✅ Personal relationships with dedicated advisors
✅ Transparent, values-based guidance
At Blue Skye, we believe the American Dream isn’t broken—it’s just missing the right roadmap. That’s what we’re here to provide.
2025 R. Irey - Blue Skye - eStatePlan™ Intro
2025 - R. Irey - Blue Skye - 21st Century Trust Funding
2025 R. Irey - Blue Skye - BLPYour full-service financial planning firm.
Rating 4.8 / 5.0 (3400 total reviews)
Rebecca was awesome she went over everything with me that I had questions about. So now I’m ready to conquer the world!!
It’s so nice to be able to have someone to talk to that has all of the information. Thank you so much for your time today.
Becky Brown
We couldn’t be more impressed with the financial services provided by Blue Skye Financial and the elevated personal relationship we’ve developed with our advisor Rebecca. The level of care, expertise, and personalized attention is truly unmatched. From the very beginning, it was clear that she genuinely cares about our goals and takes the time to understand our unique situation.Rebecca’s deep knowledge of financial products and retirement planning opportunities has brought us a sense of clarity and confidence as we approach the retirement years. She has helped us make informed decisions every step of the way, ensuring that we’re well-positioned for a secure and comfortable future.This isn’t just financial advice—it’s a partnership. We are incredibly grateful for her guidance and would highly recommend Blue Skye Financial to anyone seeking trusted support on their financial journey.
Bert Maqueda
Rebecca was very helpful. She listened to my situation and guided me into making my own decisions possible in the best way that it benefited me in health care as well as some financial issues by tax savings. A real win for me to realize my ideas were correct but with adjustments to the path I am ahead. Thank you so very much for your patience with all my questions.
Lisa Brown
Navigate your financial horizon with our professionals
Founder
Chief Operations Officer
Director of Client Services
Whether you’re planning your legacy, scaling your business, or just need answers—reach out. Our team is ready to guide you.
Email:
hello@blueskyefinancial.com
Office Hours:
Monday–Friday, 9 AM–5 PM CST
Location:
Based in Texas – serving clients nationwide via virtual meetings
At Blue Skye, we believe in personal connection and powerful strategy. Our team isn’t just here to answer questions—we’re here to walk with you, every step of the way.
Blue Skye Financial is a full-service financial planning firm based in Austin, Texas. We help women, families, retirees and business owners with retirement income, tax-efficient wealth management, estate planning, Medicare, Social Security and business advisory services.
We work with women, families, retirees, veterans and federal employees, and business owners across the United States — anyone who wants a proactive plan instead of reacting to markets, taxes and life changes.
Yes. Our founder, Rebecca Irey, is a Certified Financial Fiduciary, and our planning is built on education, transparency and acting in your best interest.
You can book a free strategy session online or call (512) 222-6752, Monday–Friday, 9 AM–5 PM Central.
We serve families, retirees, women, and business owners with a holistic, tax-efficient approach to financial planning that’s rooted in education, transparency, and values.
